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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $4.1B AUM 571 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 271 Added 163 Reduced 43 Exited
Page 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 60,121.0 $4.5M 0.11% -2K -3.5% $75.51 +14.5%
22 VOO VANGUARD INDEX FDS 5,746.0 $4.0M 0.10% -3K -35.8% $687.45 +2.4%
23 AMD ADVANCED MICRO DEVICES INC Technology 6,365.0 $3.7M 0.09% -2K -22.2% $580.95 -17.1%
24 AUGW AIM ETF PRODUCTS TRUST 103,834.0 $3.5M 0.09% -3K -3.2% $34.05 +1.8%
25 PGHY INVESCO EXCH TRADED FD TR II 176,861.0 $3.5M 0.09% -54K -23.5% $19.70 -0.2%
26 FVD FIRST TR EXCHANGE-TRADED FD 72,040.0 $3.5M 0.09% -14K -16.7% $48.18 +5.9%
27 PJUL INNOVATOR ETFS TRUST 70,020.0 $3.4M 0.08% -68K -49.3% $48.81 +1.6%
28 VTV VANGUARD INDEX FDS 15,410.0 $3.4M 0.08% -721.0 -4.5% $217.99 +4.1%
29 FTSM FIRST TR EXCHANGE-TRADED FD 50,793.0 $3.0M 0.07% -933.0 -1.8% $59.73 +0.3%
30 RDVY FIRST TR EXCHANGE TRADED FD 36,103.0 $2.9M 0.07% -3K -7.6% $81.07 +1.7%
31 PAUG INNOVATOR ETFS TRUST 63,105.0 $2.9M 0.07% -168K -72.7% $45.64 +2.0%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 10,236.0 $2.9M 0.07% -233.0 -2.2% $281.33 -18.3%
33 DGRO ISHARES TR 36,575.0 $2.8M 0.07% -718.0 -1.9% $75.79 +5.3%
34 LMT LOCKHEED MARTIN CORP Industrials 5,113.0 $2.6M 0.06% -37.0 -0.7% $509.66 +10.9%
35 SCHG SCHWAB STRATEGIC TR 76,995.0 $2.6M 0.06% -58K -43.0% $33.84 +4.2%
36 VRP INVESCO EXCH TRADED FD TR II 99,693.0 $2.4M 0.06% -101K -50.3% $24.32 -0.7%
37 SOXX ISHARES TR 3,477.0 $2.2M 0.06% -880.0 -20.2% $641.16 -19.8%
38 FTCS FIRST TR EXCHANGE-TRADED FD 23,177.0 $2.2M 0.05% -2K -9.0% $93.92 +8.5%
39 IYW ISHARES TR 8,609.0 $2.2M 0.05% -401.0 -4.5% $252.26 -2.3%
40 SHW SHERWIN WILLIAMS CO Basic Materials 6,071.0 $2.1M 0.05% -131.0 -2.1% $344.33 +1.0%
Page 2 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.5%
Industrials 10.6%
Consumer Cyclical 10.6%
Healthcare 7.2%
Communication Services 6.8%
Consumer Defensive 6.1%
Utilities 4.0%
Energy 3.8%
Real Estate 1.8%